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Financial Advisor

Lifecheq
1 day ago
Full-time
Remote
South Africa
Web Development

Introduction

About LifeCheq (Recruiting Partner)

LifeCheq is a South African financial advisory and fintech company providing holistic, goal-based, and fully independent financial advice. Our mission is to empower individuals, professionals, and business owners to achieve financial freedom, from savings and insurance to investment and retirement planning.

Beyond our own advisory network, we proudly partner with select financial practices and franchise groups to strengthen their operations, expand their teams, and enhance client experience. Through this partnership model, LifeCheq recruits top-tier advisers for reputable firms across South Africa, ensuring that both advisers and clients benefit from world-class technology, compliance systems, and growth support.

About Nkosi Advisory 

LifeCheq is recruiting on behalf of Nkosi Advisory, an established and growing financial advisory practice, focused on providing holistic financial advice to underserved communities.. Nkosi Advisory is built on integrity, client trust, and performance excellence, offering personalised financial solutions that empower clients to meet their long-term goals.

This opportunity allows experienced advisers to join a practice that combines entrepreneurial freedom with the structure, systems, and support required for sustainable success.

Duties & Responsibilities

About the Role

 This opportunity is ideal for an experienced and self-driven financial adviser ready to scale their business and income potential. Nkosi Advisory, in partnership with LifeCheq, is seeking a dynamic Financial Advisor to join their growing team.

This role offers the best of both worlds: the independence of running your own client base with the backing of LifeCheq’s powerful technology, marketing tools, and operational support. You’ll have access to a digital-first advisory platform, supportive lead generation, and ongoing professional development, all designed to help you focus on what you do best: building relationships and providing exceptional financial advice. 

Key Responsibilities

  • Acquire, engage, and retain clients through personalised financial planning.

  • Conduct detailed financial needs analyses and develop tailored strategies.

  • Promote and sell a range of financial products (risk, investment, retirement, and funeral cover).

  • Deliver ongoing service and portfolio reviews to ensure client satisfaction.

  • Adhere to FAIS and FSCA regulations at all times.

  • Manage client onboarding, documentation, and compliance through LifeCheq’s digital platform.

  • Maintain accurate client records and uphold regulatory and company standards.

  • Consistently meet and exceed growth and retention targets.

Desired Experience & Qualification

Minimum Requirements

  • Experience as a Financial Advisor/Financial Planner

  • RE 5 Certificate (essential)

  • FSCA recognzed qualification (preferred)

  • COBs (COB 3 & COB 7 preferred)

  • CPD hours up to date

  • Clear criminal and credit record

  • Proven record of achieving sales and growth targets

  • Excellent interpersonal, communication, and negotiation skills

  • Entrepreneurial mindset with the ability to work independently

Package & Remuneration

 

This role offers an initial stipend to the adviser for the first 6 months after which it becomes a commission-based role with uncapped earning potential, supported by access to Lifecheq’s business development resources, marketing support, and technology. The stipend amount and commission structure offered is dependent on the adviser’s experience, qualifications and market development strategy.

Want To Join?